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Where to find an Investment Summary report (valuation statement)

Need a portfolio statement for Centrelink or a home loan approval. Here's where you can find it.

Sarah King avatar
Written by Sarah King
Updated over 2 years ago

You can download an Investment Summary report anytime in your Stockspot dashboard.

It shows your ETF holdings and the current market valuation.

Here's how:

  1. Login to your dashboard via the Stockspot homepage

  2. Head to 'Performance'

  3. You'll see a downloadable PDF at the top of the performance table

  4. Choose you preferred date

  5. Select download to access your statement. It will download to your desktop.

This is exactly what Centrelink need to keep up to date with your assets and is ideal for your home loan approval process, or any other reason you may need a valuation report

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